Sometimes you may need to identify donors who gave a single donation of a specific amount, whether that is to search for a particular donation or to identify those who gave a large gift. This can be done by creating a query.
In this example, we will find all transactions over $5,000.
1. Click Queries 2. Select a category that you want to store this query in (Ex: Base) 3. Click New Query under the Tasks menu 4. Name the query $5,000+ Donations 5. For Starting Query select Category: Base and Query: All Constituents 6. For the Data Return Type select Journal Entries 7. For Criteria Matching select Match Each Criteria 8. For Criteria select Individual Transaction received 9. Enter greater than or equal to 5000 10. Save and Preview 11. If you need any further data, you can click Choose Columns to add additional fields to the results 12. Click Export Results if you need to export the results to a PDF or Excel file